See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,037 | $67,823-94.0% | $52,425-92.3% | $137,256-97.1% |
| Participation rate | 95.2% | 63.9%+31.3pp | 55.6%+39.6pp | 80.0%+15.3pp |
| Annual return | 18.24% | 219.11%-200.9pp | 302.12%-283.9pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,334 | $2,288-41.7% | $1,790-25.5% | $6,407-79.2% |
| Admin fee / account holder | $181 | $2,844-93.7% | $2,495-92.8% | $12,270-98.5% |